Airtable + Visible
Create portfolio companies in Visible from new or updated records in Airtable
When a change occurs or new details emerge in your Airtable records, this workflow instantly generates a portfolio company in Visible. This process not only ensures your portfolios are consistently up-to-date but also eliminates tedious manual data entry. By linking your Airtable record changes to Visible, this workflow enhances efficiency and simplifies your portfolio management routine.
When a change occurs or new details emerge in your Airtable records, this workflow instantly generates a portfolio company in Visible. This process not only ensures your portfolios are consistently up-to-date but also eliminates tedious manual data entry. By linking your Airtable record changes to Visible, this workflow enhances efficiency and simplifies your portfolio management routine.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Create Portfolio Company
Creates a new portfolio company (investor platform only)
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Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
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